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Siebel 8.

0 Essentials

Module 3: Working With Siebel Data

3
Copyright 2007, Oracle. All rights reserved.

Module Objectives

After completing this module you should be able to:


Create, modify, and delete records Query for records in a Siebel CRM application

Why you need to know:


Knowing these skills is important for understanding and configuring Siebel applications

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Working with Data in the Siebel User Interface (UI)

Creating Data Modifying and Saving Data Using Picklists and Multi-Value Groups

Sorting Data
Deleting Data

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Creating Data

Select Menu > New Record or click the New button to create a new record

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Creating Data Continued

Enter data in list or form applet Some fields are required:


Marked with a red asterisk in a form applet Default value may be provided automatically

Required field indicated by red asterisk


Required field populated with default value

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Modifying and Saving Data


Modify data
Select field in the list or form and change it

Save data implicitly


Step off the record in a list or a form to commit it to the database Available in High Interactivity interface

Save data explicitly


Click Menu and select Save Record Keyboard: CTRL+S

Explicit save

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Text Editor

Is an editable text area used to create, edit, or view large amounts of text Is accessed by clicking the Text Editor button in the top-right corner of a text field

Enter text and click OK Text Editor button

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Attachments

Are files created in other applications that can be associated to records in Siebel applications Can be related to records wherever the Attachments view is available within a screen
Drag and drop a file into the Attachments list view, or Use the New File or New URL button

Use New File or New URL to create an attachment Drag and drop file to create an attachment

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Using Picklists

Picklists allow user to select a field value from a list Two types of picklist:
Static: User selects a value from a fixed drop-down list Dynamic: User selects a value from list of changing values

Examples: Accounts, Opportunities, Contacts


Static picklist uses drop-down list

Dynamic picklist

Select button opens pick applet


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Using Multi-Value Groups

Multi-value groups (MVGs) assign one or more values to a field in a record Only the primary value will be displayed in a list or form
MVG Select button

Associate members to the account team

Primary
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Sorting Data

Click a column header to sort data in ascending or descending order


Click the column header for ascending (A Z) or descending (Z A) order

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Sorting Data Continued

Select Menu > Advanced Sort to sort using values of up to three columns at once

Select sort columns and order

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Deleting Data

Delete a record by:


Select Menu > Delete Record Click Delete button CTRL+D

Some records may be read-only

Confirm delete

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Querying for Data in the Siebel UI

Running and Executing a Query Using the Query Assistant Querying an MVG Field Refining a Query Saving a Query Executing Predefined and Saved Queries

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Running and Executing a Query

Query for records inline within a form or list applet using one of the following methods:
Query button on an applet Query from applet-level and application-level menus Run Query item in context menu (accessed by right-click)

Right-click for context menu

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Wildcards

Wildcards can be used to search for matching characters * is a substitute for zero or more characters in a string query
* cannot be used in date or numeric fields Examples:
Ma* matches Madrid, but not San Mateo *Ma* matches Madrid and San Mateo

? Is a substitute for exactly one character in a string query


? cannot be used in date or numeric fields Examples:

st?r matches star and stir, but not stair *st?r matches monster and rock star, but not tastier

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Query Operators

Relational operators can be used on numeric or date fields


< (less than) > (greater than) = (equal to) <= (less than or equal to) >= (greater than or equal to)

<> (not equal to) can be used on all fields Example:


Find dates on or after 1/1/2006

Date field in query is set to: >= 1/1/2006

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Query Operators Continued

OR allows match on any one of multiple values for a field AND allows match on all of multiple values for a field Other operators include

NOT IS NULL IS NOT NULL

Examples:
Find service requests with no description entered

Use IS NULL in Description field of service request In date field of query: >=1/1/2006 AND <= 1/7/2006

Find dates on or between 1/1/2006 and 1/7/2006

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Record Count

Provides the total number of matching records in the query

Select Record Count for count of records in current query


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Using the Query Assistant

Provides a simplified way for users to execute queries from anywhere in a Siebel application
Guides users through creating a query Users do not have to be familiar with query syntax or operators

Click Query Assistant button after clicking Query in a form or list


Select fields and operators using drop-down lists

Select any field from the current screen Two expressions combined with AND to form the query

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Querying an MVG Field

Use EXISTS() to search for matches in multi-value groups (MVGs)


Only way to query all child records in an MVG Example: Searching for the string *Street in the address of an account

An account can have multiple addresses Query matches all accounts with one or more addresses ending with the sub-string Street

MVG indicator

Search criterion
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Querying an MVG Field Continued

Search results show records where at least one value in an MVG matches the search criteria
Example:

Search results include accounts with string *Street in at least one address
These accounts all have addresses that match the query

Record detail for Ace Properties


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Refining a Query

Use Refine Query to modify an existing query

1. Select Refine Query

2. Enter additional or modified criteria

Original criterion

3. Query results reflect original and modified criteria


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Saving a Query

Use the application-level Query menu to save a query

1. Select Query > Save Query As

2. Name the query and click OK

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Executing Predefined and Saved Queries


Predefined queries are provided by an application administrator


Cannot be deleted by an end user

Additional saved queries are created and saved by the user All saved and predefined queries appear in the Saved Queries drop-down list
Predefined and saved queries in alphabetical order

Created and saved by user

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Module Highlights

Creating and editing data may involve using:


Required and optional fields Drop-down lists MVG fields Attachments

Siebel applications support complex queries on data with:


Wildcards Logical and numerical operators Support for searching multi-value group (MVG) fields

The Query Assistant helps end users form complex queries Commonly-executed queries may be saved

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Lab

In the lab you will:


Create, modify, and delete records Use basic querying skills

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